XHE Institutional Ownership
State Street SPDR S&P Health Care Equipment ETF
1W: -2.7%
1M: -6.0%
3M: -0.0%
YTD: +1.6%
1Y: +13.0%
3Y: +15.0%
5Y: -31.4%
$88.92
-0.36 (-0.40%)
Weekly Expected Move ±2.3%
$85
$87
$89
$91
$93
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — XHE
88
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
102M
Total Invested
17
New Positions
14
Increased
32
Reduced
10
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (102 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 327,802 | 29M | +225,810 | +221.4% | 37Q | SEC ↗ |
| 2 | MORGAN STANLEY | 224,935 | 20M | +24,418 | +12.2% | 60Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 130,220 | 12M | -818 | -0.6% | 15Q | SEC ↗ |
| 4 | BNP PARIBAS FINANCIAL MARKETS | 50,000 | 4M | +25,000 | +100.0% | 2Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 45,014 | 4M | +17,525 | +63.8% | 41Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 40,755 | 4M | -46,600 | -53.3% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 40,535 | 4M | +4,436 | +12.3% | 47Q | SEC ↗ |
| 8 | LPL Financial LLC | 39,396 | 4M | +1,960 | +5.2% | 40Q | SEC ↗ |
| 9 | CITIGROUP INC | 25,579 | 2M | +24,578 | +2455.3% | 40Q | SEC ↗ |
| 10 | MEITAV INVESTMENT HOUSE LTD | 20,635 | 2M | -103 | -0.5% | 22Q | SEC ↗ |
| 11 | Kranot Hishtalmut Le Morim Tichoniim H | 20,635 | 2M | — | +0.0% | 26Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 17,982 | 2M | -26 | -0.1% | 39Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 17,679 | 2M | -14,365 | -44.8% | 32Q | SEC ↗ |
| 14 | Lane Generational LLC NEW | 14,849 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 13,789 | 1M | +4,755 | +52.6% | 33Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC NEW | 11,965 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Avior Wealth Management, LLC NEW | 11,762 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Pacific Sun Financial Corp | 10,625 | 945K | -2,342 | -18.1% | 13Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 10,095 | 898K | -2,565 | -20.3% | 7Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,052 | 805K | +3,169 | +53.9% | 19Q | SEC ↗ |
| 21 | Corient Private Wealth LP | 8,890 | 790K | -698 | -7.3% | 4Q | SEC ↗ |
| 22 | Cornerstone Advisory, LLC | 8,000 | 711K | — | +0.0% | 38Q | SEC ↗ |
| 23 | HARBOUR INVESTMENTS, INC. | 7,645 | 680K | — | +0.0% | 17Q | SEC ↗ |
| 24 | Wealthfront Advisers LLC | 7,389 | 657K | +1,025 | +16.1% | 17Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 7,207 | 641K | -1,814 | -20.1% | 35Q | SEC ↗ |
| 26 | NTV Asset Management LLC | 6,710 | 597K | -1,000 | -13.0% | 25Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 6,580 | 585K | +212 | +3.3% | 4Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 6,259 | 557K | -370 | -5.6% | 62Q | SEC ↗ |
| 29 | IHT Wealth Management, LLC | 5,707 | 507K | — | +0.0% | 4Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 4,959 | 441K | +545 | +12.3% | 26Q | SEC ↗ |
| 31 | PENSION & WEALTH MANAGEMENT ADVISORS, | 4,937 | 439K | -83 | -1.7% | 7Q | SEC ↗ |
| 32 | Waverly Advisors, LLC | 4,855 | 432K | — | +0.0% | 7Q | SEC ↗ |
| 33 | Vivaldi Capital Management LP | 4,279 | 380K | +678 | +18.8% | 9Q | SEC ↗ |
| 34 | Cypress Capital Group NEW | 4,184 | 372K | — | +0.0% | 1Q | SEC ↗ |
| 35 | RASP WEALTH SOLUTIONS, LLC NEW | 4,084 | 363K | — | +0.0% | 1Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 3,843 | 342K | -16,044 | -80.7% | 11Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 3,149 | 280K | -1,183 | -27.3% | 10Q | SEC ↗ |
| 38 | D. E. Shaw & Co., Inc. NEW | 3,105 | 276K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Beacon Pointe Advisors, LLC NEW | 2,677 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MEANS INVESTMENT CO., INC. | 2,565 | 228K | -269 | -9.5% | 31Q | SEC ↗ |
| 41 | Quantum Private Wealth, LLC NEW | 2,500 | 222K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC NEW | 2,166 | 193K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,783 | 159K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 1,750 | 156K | — | +0.0% | 22Q | SEC ↗ |
| 45 | BANK OF MONTREAL /CAN | 1,685 | 150K | -463 | -21.6% | 38Q | SEC ↗ |
| 46 | Jackson Hole Capital Partners, LLC | 1,292 | 115K | — | +0.0% | 30Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 1,190 | 106K | -4,156 | -77.7% | 4Q | SEC ↗ |
| 48 | Capital Investment Advisory Services, | 1,180 | 105K | — | +0.0% | 12Q | SEC ↗ |
| 49 | Sunbelt Securities, Inc. | 1,011 | 90K | -201 | -16.6% | 13Q | SEC ↗ |
| 50 | JONES FINANCIAL COMPANIES LLLP | 809 | 72K | -234 | -22.4% | 11Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Lane Generational LLC | 14,849 | 1M |
| CITADEL ADVISORS LLC | 11,965 | 1M |
| Avior Wealth Management, LLC | 11,762 | 1M |
| Cypress Capital Group | 4,184 | 372K |
| RASP WEALTH SOLUTIONS, LLC | 4,084 | 363K |
| D. E. Shaw & Co., Inc. | 3,105 | 276K |
| Beacon Pointe Advisors, LLC | 2,677 | 238K |
| Quantum Private Wealth, LLC | 2,500 | 222K |
| Integrated Wealth Concepts LLC | 2,166 | 193K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,783 | 159K |
| Continuum Advisory, LLC | 193 | 17K |
| HANTZ FINANCIAL SERVICES, INC. | 110 | 10K |
| Anchor Investment Management, LLC | 100 | 9K |
| IFG Advisory, LLC | 97 | 9K |
| Strategic Wealth Partners, Ltd. | 37 | 3K |
| ARK Investment Management LLC | 21 | 2K |
| Integrity Financial Corp /WA | 17 | 2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Empowered Funds, LLC | 18,286 | 2M |
| JANE STREET GROUP, LLC | 16,650 | 1M |
| FLOW TRADERS U.S. LLC | 4,091 | 364K |
| Solutions 4 Wealth, Ltd | 3,535 | 314K |
| Clear Creek Financial Management, L | 3,499 | 311K |
| HRT FINANCIAL LP | 3,111 | 277K |
| Modern Wealth Management, LLC | 2,959 | 263K |
| Advisory Services Network, LLC | 640 | 57K |
| Sound Income Strategies, LLC | 402 | 36K |
| PNC Financial Services Group, Inc. | 378 | 34K |
| Prestige Wealth Management Group LL | 276 | 25K |
| SIMPLEX TRADING, LLC | 212 | 19K |
| MAI Capital Management | 200 | 18K |
| Nemes Rush Group LLC | 101 | 9K |
| Belvedere Trading LLC | 100 | 9K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 70 | 6K |
| IFC & Insurance Marketing, Inc. | 55 | 5K |
| Western Wealth Management, LLC | 45 | 4K |
| Fourth Dimension Wealth, LLC | 38 | 3K |
| Aptus Capital Advisors, LLC | 13 | 1K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +225,810 | +221.4% | 327,802 |
| BNP PARIBAS FINANCIAL MARKETS | +25,000 | +100.0% | 50,000 |
| CITIGROUP INC | +24,578 | +2455.3% | 25,579 |
| MORGAN STANLEY | +24,418 | +12.2% | 224,935 |
| ROYAL BANK OF CANADA | +17,525 | +63.8% | 45,014 |
| Cambridge Investment Research Advis | +4,755 | +52.6% | 13,789 |
| UBS Group AG | +4,436 | +12.3% | 40,535 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,169 | +53.9% | 9,052 |
| LPL Financial LLC | +1,960 | +5.2% | 39,396 |
| Wealthfront Advisers LLC | +1,025 | +16.1% | 7,389 |
| Vivaldi Capital Management LP | +678 | +18.8% | 4,279 |
| OSAIC HOLDINGS, INC. | +545 | +12.3% | 4,959 |
| Kestra Advisory Services, LLC | +212 | +3.3% | 6,580 |
| Y.D. More Investments Ltd | +147 | +47.9% | 454 |
| Keating Financial Advisory Services | +9 | +15.3% | 68 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -46,600 | -53.3% | 40,755 |
| TRUIST FINANCIAL CORP | -16,044 | -80.7% | 3,843 |
| ENVESTNET ASSET MANAGEMENT INC | -14,365 | -44.8% | 17,679 |
| Rockefeller Capital Management L.P. | -4,156 | -77.7% | 1,190 |
| RAYMOND JAMES FINANCIAL INC | -2,565 | -20.3% | 10,095 |
| Pacific Sun Financial Corp | -2,342 | -18.1% | 10,625 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,814 | -20.1% | 7,207 |
| Cetera Investment Advisers | -1,183 | -27.3% | 3,149 |
| NTV Asset Management LLC | -1,000 | -13.0% | 6,710 |
| GOLDMAN SACHS GROUP INC | -818 | -0.6% | 130,220 |
| Corient Private Wealth LP | -698 | -7.3% | 8,890 |
| BANK OF MONTREAL /CAN | -463 | -21.6% | 1,685 |
| WELLS FARGO & COMPANY/MN | -370 | -5.6% | 6,259 |
| MEANS INVESTMENT CO., INC. | -269 | -9.5% | 2,565 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -260 | -31.6% | 563 |
| JONES FINANCIAL COMPANIES LLLP | -234 | -22.4% | 809 |
| Sunbelt Securities, Inc. | -201 | -16.6% | 1,011 |
| FMR LLC | -162 | -60.7% | 105 |
| MEITAV INVESTMENT HOUSE LTD | -103 | -0.5% | 20,635 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -83 | -1.7% | 4,937 |